Mosaic Financial Group’s AstraZeneca AZN Stock Holding History

Mosaic Financial Group’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$513K	Sell	2,601 -2	-0.1%	-$386	0.36%	63
2025 Q4	$478K	Hold	2,603	–	–	0.33%	69
2025 Q3	$399K	Buy	2,603 +17	+0.7%	+$2.57K	0.28%	73
2025 Q2	$361K	Hold	2,586	–	–	0.28%	75
2025 Q1	$380K	Sell	2,586 -233	-8%	-$33.7K	0.31%	70
2024 Q4	$369K	Buy	+2,819	New	+$395K	0.26%	75

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Mosaic Financial Group's AZN Position: Q1 2026 in Review

Mosaic Financial Group reduced its AstraZeneca (AZN) stake by 0.08% in Q1 2026, selling an estimated $386 and leaving 2,601 shares worth $513K. The position accounts for 0.36% of the portfolio, ranked #63.

Mosaic Financial Group first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Mosaic Financial Group held 2,601 shares of AstraZeneca worth $513K as of Q1 2026.
Mosaic Financial Group sold 2 AstraZeneca shares in Q1 2026, an estimated $386.
AstraZeneca made up 0.36% of Mosaic Financial Group's portfolio in Q1 2026, its #63 holding.
Mosaic Financial Group first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.